tv Mad Money CNBC January 19, 2018 6:00pm-7:00pm EST
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>> i want to take a bet that tlt bounces. >> mike? >> i think you should look at netflix put spreads and earnings. >> dan >> ford is also the contrarian, but at the money calls in march. i like tt hacall. >> i'm melissa a terrific weekd my mission is simple, to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends. i'm just trying to make you some money. my job is not just to entertain but to educate and teach so call me at 1-800-743-cnbc or tweet me @jimcramer. earnings season is upon us and
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it is always a guessing game but this time around, the rules have changed companies will beat or miss their forecast now we are guessing how much money those companies will return to you. sure, there are going to be disappointments. but less frequent. it is this delicious backdrop t that prevents the market from cratering despite these fears. dow inching up 54 points nasdaq gaining we had a nice u-turn from intraday lows. speaking of a government shutdown, when we have one of these mickey mouse shutdowns, it isn't that meaningful for the
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stock market itself. it means a lot to the people who need government assistance, and it is shameful, they may not get it for most businesses, it is not a big deal people panic on news like this and that is the opportunity. when washington turns out the lights it gives you a chance to buy stocks lower prices than where it deserves to be trading. it causes delays from when the irs sends tax rebates. again, another buying opportunity. home depot, amazon, can khol's walmart.
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monday we learned from halliburton. just today's slumber reported a good quarter but some people found issues to knit pick. get ready from none of that nonsense they are going to blow away the numbers. we get the results from netflix, anything hotter than that stock? everybody believes the quarter is going to be incredible. i have hardly ever seen wall street so universal excited about a stock. they all need to be better than these elevated expectations that we have seen ratcheted day after day.
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somehow i think netflix can do it making high yielding stocks look less attractive. proctor is a work in progress. i think that a lot of good stuff can happen but the numbers can't be enough to satisfy those ininstant success. you just have to hope that you get some kind of price breaking between monday and tuesday so you can buy either one on wednesday i expect fantastic numbers. i am talking maybe best in show from united technologies this industrial is firing on all cylinders. we are going to hear from stanley black & decker
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i think it can be an outstanding quarter. remodelling business and businesses in europe which is making a heroic comeback only one-quarter that anybody is going to be interested in. it is the quarter that is general electric i talk to a ton of executives each week. and the number one topic is what can ceo do to save ge. also beginning to talk about the need for gigantic equity offer last night, bibm reported it wa a very good quarter. but the analyst picked it apart. but if you think they were tough on ibm last night, and they were, you just wait until you see what these analyst have to say about john flanery and the
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questions they put on his conference card. flannery is not without cards, ge's aerospace is strong i see buyers, the health care business is just fine. grand ambitions. am i ever a diplomat is the next hurdle, with a gigantic reserve i said claims because ge -- life expectancies than we have now and it is costing them a fortune. ge will take a big right down for pattern. just to give itself some breathing room thursday morning caterpillar reports, here is another company
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that put up extraordinary numbers, ala netflix dollar repatriation tax holiday and the booming global economy i am praying it sells off on an inline number so you can buy it into weakness. i think ceo will put to rest the notion that somehow his chips are so flawed that we need to fear use i like the stock very much we hear from starbucks with a stock that is once again trading above 60 i am telling you its stock will finally learn its premium stock luster reporting and i think you will get some information about the new honeywell, or two new honeywell will look after the break up i have been recommending this
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stock for ages i suggest buying part of your position before the quarter but leave powder dry here is one for you. it is what i call quizzical. pal mole live. the consumer product good is out of favor the numbers decent but not incredible could colgate be up for sale is kraft heinz interested in it wouldn't shock me if we find out on friday that something else is going on besides earnings. this is a quandary why colgate palmolive stock is so high. you need to take it company by
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company because if you only look at the averages, you might be attempted to think that has too high i think some of them will turn out to be specific buys. and tell a much more bullish story about the future let's go to miles in louisiana >> caller: i want to give you a big eagles booyah. >> thank you. >> caller: thanks for all the help you do. i want to get your thoughts on ale marle. >> pulled back because of that and theme story, and i have got to tell you, my instincts are that it may be time to take some off the table.
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we have been behind albe marle alex in california. >> caller: happy new year and a big 2018 booyah. >> i am liking that big time and if something happens sunday night, it will be proven how can i help >> caller: i bought ge and the price action that i saw this week and the rise in gas prizes -- >> gm is a cheap stock free port is up today. i think about commodities going the wrong way for the auto companies. and also autonomous cars gm is cheap but they have to start boosting the dividends. >> stop think being the
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averages, and start thinking about the companies. on monday, on "mad money," costco, amazon i am telling them please raise my prices so they can keep giving me the level of service i need and i am talking by alma mauter, goldman sachs. and wwe. stick with cramer. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question? tweet cramer, #madtweets send jim an e-mail to madmoney@cnbc.com or give us a
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in cra america, we like companies with pricing power when you see something like that, it is about as clear a buy signal as you will ever, ever going to get right now, you are getting the green light to buy a bunch of them for instance this morning we learned that the company amazon is increasing the monthly fee from amazon prime, from $10.99 to $12.99. if you want to pay for the whole year up front, it is still $99 more important i doubt there will be any resistance it still remains an incredible value. when i went to buy a dog mask to
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wear to lincoln financial field where the eagles play this sunday, i didn't even think about it i knew i could go to amazon and get the cheapest, fastest and best with free shipping. eagles fans are showing solidarity with their players like the brilliant chris long. he is fantastic. we do not have the same tattoos. chris dawned a dog mask. suddenly lots of people want dog masks and amazon has got them. most people don't notice the price hike that is why amazon is a go-to name when netflix raised the price to $13.99 a month back in october,
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there was no resistance. given that i pay $24 for two seats in a movie theater popcorn and candy, and i am on a cleanse. binge on quality homegrown programming with a couple of ri rice cakes and make no mistake, original content is amazing that means they now have a worldwide handle on what kind of shows they should produce. got numbers monday night i think shareholders will be fine i binged last week on the punisher my wife has been away for example. does anyone know where she is? honestly anyone know? >> i haven't seen her. i know where she will be sunday though. >> yeah. off topic. but i have been missing her.
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we recently got a price increase on our costco cards. we have a his and her costco costco remains one of the best bargains out there we push not one but two carts. we buy far more expected or intended to. i go in for the samples and come out spending a g always fast before you go to costco to take advantage of every sample i could say more about apple cloud service. they can charge whatever they want for what i regard as an
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essential service. s si sirius fm. i pay more for spotify because i like to listen to music i want i'm excited about the ipl although i reserve judgment. still the next time you get hit with a price increase and it doesn't bother you, you need to pay up for that stock in question and it will be soon spotify, it will be worth it goldman sachs just produced its first quarterly bummer number. what should you do with the stock of the company that i worked at? and then ww monday night raw celebrating 25 years on air. i am sitting down with the company ceo. and a company that works with verizon, visa, chase
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that's the power of and. every now and then we will get an honest to goodness analyst smack down where one firm upgrades the stock and the other downgrades the same day. i love getting these dueling research reports because putting the bull case for stock against the bear case will get your head around the actual story it is a tutorial sometimes more rarely, but sometimes they go to war with itself over a particular quarter. some will like that quarter and some will hate it. the result fog of war pure
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confusion. and that is the situation right now when it comes to one of the biggest pre biggest pristine stock right now, goldman sachs i found this one hard to believe. the stock got slandered and the report falling in one of the greatest bullish takes in history. and losing another couple bucks yesterday. the analyst community can't seem to make up its mind on whether it was a good or bad company these results from goldman have been divisive and tonight i want to take time to unpack this for you. this wondrous situation. and explain what is going on here and help you reach a conclusion let's set the scene dragnet
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style, as in just the facts ma'am. real pockets of strengths along with area of weakness. that is the rate of confusion or root canal when you take the business segments one by one, it was distinctly uneven. on the one hand, goldman's investme investment banking business on fire the real strength came from under writing, up 76%. on the other hand, goldman's institutional clients service division the trading business down right horrible. took my breath away. really wasn't anything to like here the fixed income trading, commodity trading down from last
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year that one is volatility, traders -- so investment banking is good. trading is not good. trading counseleds for 37% of revenue. how about the rest there is the investing and lending business down 12% from previous quarter management division good you have this confusing mix. but initially wall street likes goldman sachs numbers. the stock rallied. only after the conference that it took a nose dive. it was actually intracall that
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it was nose dive ceo marty chavez, he said the trading business and i quote continued to operate in low volatility low activity environment. second, everyone has been salivating over how much stock the banks can repurpose. chavez suggested it could come back at a slower pace. expecting to have a 24% tax rate this year. a lot of surprises here. many of them negative. the response to this confusing quarter, the analyst all over the map. they either raised or maintained the price target and jpmorgan cut theirs. kbw, bemocut them. what do these guys agree on?
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on the bullish side, oppenheimer argued it was -- interest rates start climbing again, that is happening the world over and going to be good for goldman, sooner or later bonds will be attractive deutsche bank boosted its makeup wells fargo argued that a term might be in the works. have gone well ten-days may not a quarter make, but positive they expect market activity get a boost thanks to the tax cut. on the negative side, i didn't like this report, but kbw cut their numbers. plus the trading business is so awful right now, that they expect it will be a while before the company finds a way to off
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set their weakness bemow cut too. so where do it leave us? the bears have a point but we need to put these negatives in context while trading is the company's largest business, it accounts for 37% of sales and the other divisions are doing well they can coin money there. on top of that, i think the bears may be focused on the wrong part of the conference calling. why? because ceo chavez told us, there are a number of positive tail winds that could cause compliant engagement and expansive. higher straights and more correlate with higher client activity i don't know that sounded good to me. even better in response to a
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question, chavez said quote, it has been a strong start to the year if i ask me this year and last year, i take this year all day from the beginning of 2010 to today, goldman retired 150 million shares that is shrinking the total by 28%. you would think they are gradually taking themselves private. when they say they are going to repurchase only, it is not the end of the world plus it is not like they are slowing down the buy back by choice goldman get out ahead of the new tax code that means they are not aloud to spend many on buybacks goldman might be able to repurchase more stock than we think. finally the stock is the
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cheapest i've ever seen it especially against its colleagues goldman, sells for just over ten times next year's earnings 45% discount cheaper than any other major financial other than citigroup this has become a value stock. and absolutely worth buying right here whenever goldman's results hit an air pocket, it finds a new way to make money. my suggestion to lloyd blank fooin, let's acceuracy cryptocurrency are here to say wall street may be confused on how goldman sachs did this quarter and i am not
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get off the desk, look at it empirically, the company has a lot going for it many worries seem totally overblown which is why i recommend picking up shares at the opening monday and waiting for pullback to buy more on the way down let's start with joe in nebraska. >> caller: hey, jim, how are you? >> good. how about you? >> caller: not bad i must tell you, i watch your show a lot i love it. and i admire your energy level. >> thank you, man. i am coming to play. not as good as the eagles, but i am coming to play. >> caller: that's good i am for the eagles too. my question is td ameritrade i wanted to see your opinion on it. >> the answer is i think it is one of the perfect stocks for this particular environment because i see a lot of
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individual investors coming back into stock great call thank you for the energizing and i have to tell you, we got brian da dawkins coming >> caller: hello jim, first time caller i have been cost averaging the stock market i refuse to chase momentum, how do you feel about the spread sheet and the outcome on -- >> so both this is a good one both my father-in-law and my writing partner are attracted to this stock i am too i was going to put it in the action alert
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plus.com bullpen i think san and i am glad they changed it i didn't like the old symbol that made no sense don't let wall street's confusion on goldman sachs fool you. a lot going for it i am choosing sides. more "mad money" ahead i am going to the mat with ww ceo. then good news if the dog ate your homework with the exception of nvidia today. lightning round and of course it is friday, a look back with the
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week that was. stick with cramer. (siren wailing) (barry murrey) when you have a really traumatic injury, we have a short amount of time to get our patie to the hospital with good results. we call that the golden hour. evaluating patients remotely is where i think we have a potential to make a difference. (barry murrey) we would save a lot of lives if we could bring the doctor to the patient. verizon is racing to build the first and most powerful 5g network that will enable things like precision robotic surgery
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the cashman cramer >> you had to break mold to do this stuff less than ten months ago, i came out here and told you that world wrestling entertainment, wwe was ready to rumble. a company that brings you wrestle mania and monday night raw was in the midst of difficult but major transition changing from premium model to subscription model the phenomenal quarter wwe delivered late last year the company keeps figuring out better and better ways to let's
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talk with george baros welcome to "mad money." >> and who says professional wrestling isn't for everybody? >> the people who would say they don't like it, because they haven't been. >> that's what i like to hear. i am going to mumbai and you are coming with me >> tell me what is happening. >> it gets to what you were talking about, the more recent transformation, the reality is vince mcmahon has transformed this company multiple times, and we will be celebrating our 25th anniversary of monday night raw. i watched. 25 years later, we are going to have monday night raw from two locations, barkleys, great building in brooklyn
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and at the same time at the manhattan center to relive those old days it is really exciting. >> there is this thing going on where amazon is going to build the new quarters what happened with new orleans >> you google forbes top news brand, and we are four, five, or six every single year. it is an amazing event. >> i want you to talk about the transformation, but boy were you ever smart about it. you have to talk about the likes, your social media, the numbers are staggering. >> let's talk broader context. buying the company 45 years. global media company and today
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one of the leaders in digital, social and directed consumers. we have 850 social media followers. more than any sports in the world. number one sports channel. and number two overall 1.2 billion engagements. 2010, we did 500 million video vies on the internet 20 billion this year 40 times where we were in the last eight years. >> this brand is so much larger than the stock prices. we said just if you just go global, if you think about your merchandise, if you think about the ways you have figured out how to get in front of people and pay. they pay because you are a loved brand. >> to the modernization, back to
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2008, doing $450 million, we agree, under monetized we were reengineering the next wave of growth we are now up to 800 million 70% growth since 2008. and we think there is a lot more runway context, continued global growth and the directed consumer digital has turned us into data power house. >> you are the only company i know that has ecosystem in sports or you know, can't sell enough seats and they don't know how to monetize the web they give it away you slice and dice and make money for everybody. >> we call it tiering the content. a lot of people will tier the content and put it different platforms and cannibalize it
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we say we are going to have different content. and then create 600 hours for youtube, facebook, owned and operated different content and then 300 or 400 hours. all of those different platforms. >> nfl, fatigue, i do not see fatigue developing with wwe. i see acceleration right here. >> look, we have this unique element. i was talking about india. india is the number one country in terms of consuming wwe video in the world first, story telling you went to harvard. >> yeah, english lit. >> joseph campbell what he said,
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hey, need fast try cool mint zantac. it releases a cooling sensation in your mouth and throat. zantac works in as little as 30 minutes. nexium can take 24 hours. try cool mint zantac. no pill relieves heartburn faster. >> announcer: lightning round is sponsored by td ameritrade it is time it is time for the lightning round on cramer's "mad money." that's where i take your calls rapid fire starting with chris in new
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jersey. >> i think you would do far worst. >> let's go to will in massachusetts. >> caller: i am new in stocks. >> if you are new, you don't want to buy a taiwanese company. you want to buy cisco. jim in arizona. >> caller: booyah. a viewer for years ticker symbol pbi. >> i am not sure about the company. i need to do more work barry in new york. >> caller: booyah my eagles buddy. >> you betcha. what is going on. >> caller: i was hoping to
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admit admitsu bishi. >> david in connecticut. >> caller: booyah. i am wondering about jet blue. >> i am actually talking about southwest. if love come backs, that is the one to be in lisa in new york. >> caller: hi jim, a long island booyah my stock is symbol nvta. the stock was doing well right after they presented at the conference, it drops >> we looked at this company a while back and i put together an interesting thing. and i have to update that because i have to get the presentation what they did and i will make the recommendation
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and that is the lightening round. >> announcer: lightning round is sponsored by td ameritrade >> at the risk of sounding like dr. seuss, i like this rally sam i am -- let's start with a tweet from sweet lou at workday baseball. holy cow, you are dating me, sir. you know that. >> yeah. both of us here is my five. bank of america -- pinto. >> well, i got to tell you, here is another guy who seems to know is another guy who seems to know what then it's a fortune.
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big infrastructure projects. they operate airports, bulk liquid, exports. mac dwauri has a yield the dividends is likely to be cut, not increase. throw in the fact that high yielding -- lost 21% of its value last year. that said, the fundamentals are positive and the dividends well covered by the cash flow i don't think it is going to get cut. some investors don't actually understand what the company does they think it is one of those pipeline partnerships, but really, more in common with utilities. if people are selling it because they are worried about the
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energy exposure, the recent rebound in oil, auguought to ma them more comfortable. if you need income in your investments you would do a lot worse. it is a good company next up, ken wanted to know about usa company. in relates it is a payment processing play. they help manage -- retail meaning vending machines in short, they are a payment processor or cash based industries and payment processors have been red hot but i think you need to be very careful because this is a speculative small cap stock. while usa technology has been around more than 25 years, the
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company fizzled during the dot com bubble it is growing rapidly again. on the verge of turning a profit this turn has allowed the stock to come back from the dead buy buy buy. the company even held a secondary offering in july it was priced at $4.50 can you imagine how much money you would have made if you bid on that one. these measures, i think we have missed it. i know black hawk down -- makes it difficult to value. given that the stock more than doubled last year, i worry we miss the move. i say pass but intriguing and just before we went on the
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holidays, brian in michigan called about iridium communications there are a lot of places they make a ton of sense. any application you might not be in range of a terrestrial cellular network i am not a big fan in general. slow, low, single revenue growth nothing to get excited about once they are all up there, iridium's margins can expand however, many things that can go wrong there. i have seen a lot of people burned suppose it ends up exploding that said, there is a lot of negativity here. normally that would make me feel
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positive as a high short instance can be a coiled spring. instance can be a coiled spring. peoi preferl like cable. you just like some peopl to be pre-shaken sodas. having their seat kicked on an airplane. being rammed by a shopping cart. sitting in gum. and walking into a glass door. but for everyone else, there's directv. i for #1 rated customer satisfaction over cable, switch to directv and get a $200 reward card. call 1-800-directv. satellite. stick with cramer.
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you are probably wondering why i am wearing this. next is netflix. wednesday, all eyes on general electric we look for a charge see what they are going to do in equity offering. if they are going to pulling the company apart. and looking at cash flow analysis caterpillar the most wild one we have i like to say there's always a bull market somewhere.
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i promise to try to find it just for you right here on "mad money. money. i'm jim cramer, and i will see >> welcome to the shark tank, where entrepreneurs seeking an they'll invest their own money or fu afteach other for a deal. this is "shark tank." ♪ my name is brenda coffman, and i'm from kokomo, indiana. (whirs)r the game oy i own and operate retail cookie stores throughout the state of indiana and florida. i am a hometown girl, and i married my high school sweetheart, and we have two wonderful children who are and joy of our life. during college, to make ends meet,
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